Your Personal Financial Inventory
Table of contents
Use this document to record your family’s important financial information. Store it in a safe place, and be
sure to tell your executor or personal representative where to find it. Please note that this document
is for your own personal use and should not be returned to Vanguard.
Revised: __ / __ / ____
I. Assets
Bank and credit union accounts
1
Investment accounts
2
Retirement accounts
3
Education accounts
4
Tangible property
5
II. Liabilities
Mortgages and home equity loans
6
Motor vehicle loans
7
Personal loans
7
Credit cards
8
III. Insurance
Life insurance policies
9
Health insurance policies
10
Motor vehicle insurance policies
10
Homeowners insurance policies
11
IV. Other information
Locations of important documents
11
Contact list
13
I.
Assets
Bank and credit union accounts
Bank name Account owner Account number Contact person
Phone area code, number
Other pertinent information Website
Bank name Account owner Account number Contact person
Phone area code, number
Other pertinent information Website
Bank name Account owner Account number Contact person
Phone area code, number
Other pertinent information Website
Bank name Account owner Account number Contact person
Phone area code, number
Other pertinent information Website
Bank name Account owner Account number Contact person
Phone area code, number
Other pertinent information Website
Bank name Account owner Account number Contact person
Phone area code, number
Investment accounts
Company name Account owner Account number Contact person
Phone area code, number Website
Other pertinent information
Company name Account owner Account number Contact person
Phone area code, number Website
Other pertinent information Company name
Account owner Account number Contact person
Phone area code, number Website
Other pertinent information
Company name Account owner Account number Contact person
Phone area code, number Website
Other pertinent information
Company name Account owner Account number Contact person
Phone area code, number Website
Other pertinent information Company name
Account owner Account number Contact person
Phone area code, number Website
Retirement accounts
Company name Account owner Account number Contact person
Phone area code, number Website Primary beneficiary Secondary beneficiary Company name Account owner Account number Contact person
Phone area code, number Website Primary beneficiary Secondary beneficiary Company name Account owner Account number Contact person
Phone area code, number Website Primary beneficiary Secondary beneficiary Company name Account owner Account number Contact person
Phone area code, number Website Primary beneficiary Secondary beneficiary Company name Account owner Account number Contact person
Phone area code, number Website Primary beneficiary Secondary beneficiary Company name Account owner Account number Contact person
Phone area code, number Website
Education accounts
Company name Account type Account number Contact person
Phone area code, number Website Beneficiary Company name Account type Account number Contact person
Phone area code, number Website Beneficiary Company name Account type Account number Contact person
Phone area code, number Website Beneficiary Company name Account type Account number Contact person
Phone area code, number Website Beneficiary Company name Account type Account number Contact person
Phone area code, number Website Beneficiary Company name Account type Account number Contact person
Phone area code, number Website
Tangible property
(Collectibles, stock and bond certificates, real estate, automobiles, etc.)
Type of asset
Location and other important information
Location and other important information
Location and other important information
Location and other important information
Location and other important information Type of asset
Type of asset
Type of asset
II.
Liabilities
Mortgages and home equity loans
Lender name Loan number Contact person
Phone area code, number Website
Terms
Lender name Loan number Contact person
Phone area code, number Website
Terms Lender name Loan number Contact person
Phone area code, number Website
Terms
Lender name Loan number Contact person
Phone area code, number Website
Terms
Lender name Loan number Contact person
Phone area code, number Website
Terms Lender name Loan number Contact person
Phone area code, number Website
Motor vehicle loans
Personal loans
Lender name Loan number Contact person
Phone area code, number Website
Terms
Lender name Loan number Contact person
Phone area code, number Website
Terms
Lender name Loan number Contact person
Phone area code, number Website
Terms
Lender name Loan number Contact person
Phone area code, number Website
Terms
Lender name Loan number Contact person
Phone area code, number Website
Terms
Lender name Loan number Contact person
Phone area code, number Website
Credit cards
Company name Account owner Account number
Phone area code, number Website
Other pertinent information
Company name Account owner Account number
Phone area code, number Website
Other pertinent information Company name
Account owner Account number
Phone area code, number Website
Other pertinent information
Company name Account owner Account number
Phone area code, number Website
Other pertinent information
Company name Account owner Account number
Phone area code, number Website
Other pertinent information Company name
Account owner Account number
Phone area code, number Website
III.
Insurance
Life insurance policies
Insurance company Policy number Owner Insured Primary beneficiary Secondary beneficiary Contact person
Phone area code, number Website Death benefit Policy type Insurance company Policy number Owner Insured Primary beneficiary Secondary beneficiary Contact person
Phone area code, number Website Death benefit Policy type Insurance company Policy number Owner Insured Primary beneficiary Secondary beneficiary Contact person
Phone area code, number Website Death benefit Policy type Insurance company Policy number Owner Insured Primary beneficiary Secondary beneficiary Contact person
Phone area code, number Website
Health insurance policies
Health Policyholder Policy number Company
Phone area code, number Website
Dental Policyholder Policy number Company
Phone area code, number Website
Vision Policyholder Policy number Company
Phone area code, number Website
Long-term care Policyholder Policy number Company
Phone area code, number Website
Medicare Policyholder Policy number Company
Phone area code, number Website
Supplementary Policyholder Policy number Company
Phone area code, number Website
Prescription drug Policyholder Policy number Company
Phone area code, number Website
Motor vehicle insurance policies
Insurance company Policy number Contact person
Phone area code, number Website
Insurance company Policy number Contact person
Homeowners insurance policies
Adoption papers Birth certificates Burial instructions Cemetery deed Divorce papers Employee benefitsIV. Other information
Locations of important documents
Loan documents Marriage certificate Military discharge papers Passport
Prenuptial agreement Real estate titles and deeds Rental property leases Safe combination
Safe-deposit box and keys Insurance company Policy number Contact person
Phone area code, number Website
Insured property
Insurance company Policy number Contact person
Phone area code, number Website
Life
Estate planning documents
Wills Trust agreements Power of attorney Living will Financial records Insurance policies Home Auto
Social Security records Tax returns
Contact list
Accountant name first, middle, last Street
City, state, zip Phone
Fax E-mail
Attorney name first, middle, last Street
City, state, zip Phone
Fax E-mail
Employer name first, middle, last Street
City, state, zip Phone
Fax E-mail
Executor name first, middle, last Street
City, state, zip Phone
Fax E-mail
Insurance agent name first, middle, last Street
City, state, zip Phone
Health care proxy name first, middle, last Street
City, state, zip Phone
Fax E-mail
Power of attorney name first, middle, last Street
City, state, zip Phone
Fax E-mail
Trustee name first, middle, last Street
City, state, zip Phone
Fax E-mail
Investment manager name first, middle, last Street
City, state, zip Phone
Fax E-mail
Primary physician name first, middle, last Street
City, state, zip Phone
Other contacts
Name first, middle, last Street
City, state, zip Phone
Fax E-mail
Name first, middle, last Street
City, state, zip Phone
Fax E-mail
Name first, middle, last Street
City, state, zip Phone
Fax E-mail
Name first, middle, last Street
City, state, zip Phone
Funeral arrangements
Funeral home Street City, state, zip
Phone Contact person
Fax E-mail
